IWM

Integrated Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 12.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11.4M
3
+$7.84M
4
CVX icon
Chevron
CVX
+$7.46M
5
PG icon
Procter & Gamble
PG
+$6.55M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.93%
2 Consumer Staples 13.48%
3 Healthcare 10.03%
4 Technology 8.87%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8K ﹤0.01%
+250
802
$8K ﹤0.01%
+330
803
$8K ﹤0.01%
+265
804
$8K ﹤0.01%
+85
805
$8K ﹤0.01%
+1,100
806
$8K ﹤0.01%
+278
807
$8K ﹤0.01%
+600
808
$8K ﹤0.01%
+247
809
$8K ﹤0.01%
+245
810
$8K ﹤0.01%
+320
811
$8K ﹤0.01%
+40
812
$8K ﹤0.01%
+218
813
$8K ﹤0.01%
+195
814
$8K ﹤0.01%
+252
815
$8K ﹤0.01%
+195
816
$8K ﹤0.01%
+250
817
$8K ﹤0.01%
+82
818
$8K ﹤0.01%
+131
819
$8K ﹤0.01%
+245
820
$8K ﹤0.01%
+166
821
$7K ﹤0.01%
+15,000
822
$7K ﹤0.01%
+127
823
$7K ﹤0.01%
+150
824
$7K ﹤0.01%
+1,464
825
$7K ﹤0.01%
+138
31 32
33
34 35